Todd is committed to providing personalised financial guidance to his clients. With nine years of experience in the financial planning profession, Todd brings a wealth of knowledge and expertise to help individuals and families navigate their financial journey.
Todd’s approach to financial planning is rooted in empathy, understanding, and collaboration. He believes in taking the time to truly get to know his clients, understanding their unique circumstances, values, and aspirations. By fostering open communication and trust, Todd works alongside his clients to develop tailored financial plans that align with their goals and priorities. He finds fulfillment in empowering his clients to make informed financial decisions and guiding them towards a secure and prosperous future.
Todd specialises in retirees, fully understanding their unique priorities and concerns. He enjoys making connections with his clients, helping them through whatever they are going through to attain peace of mind and certainty around their futures. Todd is an Authorised Representative of Pitcher Partners Private Wealth, ABN 91 631 442 138, AFS License 515251.
“I really enjoy getting to know our clients and helping them work towards their financial goals. Building trust and understanding their unique circumstances allows me to tailor financial plans that truly make a difference in their lives.”
Qualifications and memberships
- Certified Financial Planner CFP®
- Master of Financial Planning
- Bachelor of Commerce
- Financial Advice Association Australia (FAAA)
- Accredited Aged Care Professional™
